| Clearstead Trust, LLC | 0001708001 | Aug 8, 2025 | 1,489 | $528.6M |
| Lathrop Investment Management Co. | 0001124841 | Aug 4, 2025 | 83 | $528.9M |
| Vanderbilt University | 0001825985 | Jul 21, 2025 | 77 | $529.9M |
| Advisors Management Group Inc. | 0000842766 | Jul 16, 2025 | 150 | $531.2M |
| Werba Rubin Papier Wealth Management | 0001971029 | Jul 29, 2025 | 230 | $532.2M |
| Matauro, LLC | 0002052964 | Jul 21, 2025 | 136 | $532.6M |
| Beverly Hills Private Wealth, LLC | 0001965710 | Jul 29, 2025 | 337 | $532.8M |
| North Growth Management Ltd. | 0001745796 | Aug 13, 2025 | 47 | $532.9M |
| SilverOak Wealth Management LLC | 0001764766 | Jul 29, 2025 | 118 | $532.9M |
| Moment Partners, LLC | 0002055889 | Jul 31, 2025 | 114 | $532.9M |
| Global Wealth Management Investment Advisory, Inc. | 0001767855 | Aug 7, 2025 | 143 | $532.9M |
| Well Done, LLC | 0001667132 | Jul 15, 2025 | 176 | $533.2M |
| Olstein Capital Management, L.P. | 0000947996 | Jul 22, 2025 | 101 | $533.4M |
| Abundance Wealth Counselors | 0001767080 | Jul 21, 2025 | 165 | $534.2M |
| IFC Advisors LLC | 0002053348 | Jul 28, 2025 | 169 | $534.6M |
| Mitchell Capital Management Co. | 0001080351 | Jul 25, 2025 | 107 | $534.9M |
| Meteora Capital, LLC | 0001905106 | Aug 14, 2025 | 166 | $535.5M |
| Farmers Trust Co. | 0001318055 | Jul 14, 2025 | 185 | $535.5M |
| Ramsay, Stattman, Vela & Price, Inc. | 0001541399 | Jul 31, 2025 | 80 | $535.5M |
| Lebenthal Global Advisors, LLC | 0001845766 | Aug 14, 2025 | 187 | $535.6M |
| Strategy Asset Managers LLC | 0001166716 | Aug 7, 2025 | 240 | $535.6M |
| First Turn Management, LLC | 0001993440 | Aug 14, 2025 | 35 | $536.0M |
| Summit X, LLC | 0001697729 | Aug 7, 2025 | 255 | $536.4M |
| Overbrook Management Corp | 0001269786 | Jul 17, 2025 | 45 | $536.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0001632105 | Jul 28, 2025 | 272 | $536.8M |
| Financial Advisors, LLC | 0001766909 | Jul 29, 2025 | 78 | $536.9M |
| Lawson Kroeker Investment Management Inc. | 0001013701 | Jul 25, 2025 | 97 | $537.6M |
| Pier 88 Investment Partners LLC | 0001697366 | Aug 7, 2025 | 105 | $537.8M |
| SeaBridge Investment Advisors LLC | 0001304229 | Jul 17, 2025 | 196 | $537.9M |
| Amarillo National Bank | 0001053013 | Jul 16, 2025 | 78 | $538.0M |
| Baker Chad R | 0001666470 | Jul 11, 2025 | 50 | $538.3M |
| Perennial Advisors, LLC | 0001697360 | Jul 15, 2025 | 123 | $538.3M |
| Secure Asset Management, LLC | 0001800692 | Jul 10, 2025 | 305 | $538.5M |
| GWN Securities Inc. | 0001265905 | Aug 1, 2025 | 395 | $539.2M |
| Westside Investment Management, Inc. | 0001538383 | Aug 5, 2025 | 1,287 | $539.2M |
| Martel Wealth Advisors LLC | 0002039437 | Jul 18, 2025 | 70 | $539.4M |
| JB Capital Partners LP | 0001138532 | Aug 13, 2025 | 82 | $539.5M |
| Orion Resource Partners LP | 0002032200 | Aug 14, 2025 | 24 | $539.7M |
| Wooster Corthell Wealth Management, Inc. | 0001566968 | Jul 14, 2025 | 64 | $540.0M |
| TB Alternative Assets Ltd. | 0001483503 | Jul 16, 2025 | 41 | $540.0M |
| Ascentis Independent Advisors | 0001845003 | Jul 14, 2025 | 434 | $540.1M |
| RV Capital AG | 0001766596 | Jul 8, 2025 | 12 | $540.2M |
| Rovida Investment Management Ltd | 0002053064 | Aug 8, 2025 | 17 | $540.4M |
| KRYGER CAPITAL Ltd | 0001911807 | Aug 6, 2025 | 16 | $540.5M |
| Personal Cfo Solutions, LLC | 0001677501 | Aug 12, 2025 | 481 | $540.5M |
| Matthew Goff Investment Advisor, LLC | 0000935359 | Jul 11, 2025 | 96 | $540.6M |
| Systelligence, LLC | 0001882691 | Jul 29, 2025 | 55 | $540.8M |
| Entrust Global Partners L L C | 0001080818 | Aug 14, 2025 | 5 | $541.3M |
| Burling Wealth Partners, LLC | 0002054946 | Aug 8, 2025 | 173 | $541.7M |
| Noked Israel Ltd | 0001767750 | Aug 14, 2025 | 12 | $541.9M |
| EFG Asset Management (Americas) Corp. | 0001598340 | Aug 12, 2025 | 135 | $542.2M |
| Annandale Capital, LLC | 0001811739 | Aug 13, 2025 | 118 | $542.2M |
| Impact Partnership Wealth, LLC | 0001984555 | Aug 4, 2025 | 289 | $542.2M |
| Partners in Financial Planning | 0002054264 | Aug 4, 2025 | 107 | $542.3M |
| Wilsey Asset Management Inc. | 0001598379 | Jul 15, 2025 | 24 | $542.8M |
| Castellan Group | 0001832521 | Aug 12, 2025 | 31 | $542.8M |
| Maytus Capital Management, LLC | 0001708759 | Aug 14, 2025 | 65 | $542.9M |
| CacheTech Inc. | 0002013390 | Sep 25, 2025 | 196 | $543.2M |
| Bearing Point Capital, LLC | 0002052916 | Aug 7, 2025 | 165 | $543.4M |
| Walkner Condon Financial Advisors LLC | 0001817494 | Aug 6, 2025 | 277 | $543.4M |
| Martin & Co. Inc. | 0001008868 | Aug 13, 2025 | 105 | $543.4M |
| Virtue Capital Management, LLC | 0001729985 | Aug 13, 2025 | 261 | $543.5M |
| Coerente Capital Management | 0001860790 | Jul 24, 2025 | 39 | $543.8M |
| Greencape Capital Pty Ltd | 0001731029 | Aug 13, 2025 | 3 | $543.9M |
| Stone House Investment Management, LLC | 0001696497 | Aug 6, 2025 | 520 | $544.0M |
| Woodard & Co. Asset Management Group Inc. | 0000771118 | Jul 29, 2025 | 137 | $544.6M |
| Providence Capital Advisors, LLC | 0001730814 | Aug 13, 2025 | 232 | $544.7M |
| Retirement Income Solutions, Inc. | 0001730386 | Jul 15, 2025 | 158 | $545.0M |
| Pacific Capital Wealth Advisors, Inc. | 0001803523 | Jul 9, 2025 | 73 | $545.0M |
| ParaFi Capital LP | 0001919332 | Aug 14, 2025 | 11 | $545.3M |
| Jackson Hole Capital Partners, LLC | 0001767049 | Jul 31, 2025 | 283 | $545.5M |
| Peak Asset Management, LLC | 0001632512 | Aug 14, 2025 | 148 | $545.7M |
| Riverstone Holdings LLC | 0001247497 | Aug 7, 2025 | 4 | $545.9M |
| Rainey & Randall Wealth Advisors Inc. | 0001728355 | Jul 21, 2025 | 73 | $546.1M |
| SOA Wealth Advisors, LLC. | 0001849444 | Jul 18, 2025 | 879 | $546.2M |
| Grace & White Inc. | 0000903064 | Jul 24, 2025 | 137 | $546.3M |
| PBMares Wealth Management LLC | 0001801682 | Jul 18, 2025 | 187 | $546.5M |
| Topsail Wealth Management, LLC | 0002056627 | Jul 31, 2025 | 240 | $547.2M |
| Triasima Portfolio Management inc. | 0001938757 | Jul 23, 2025 | 128 | $547.2M |
| Anson Funds Management LP | 0001491072 | Aug 14, 2025 | 93 | $547.5M |
| Yelin Lapidot Holdings Management Ltd. | 0001590495 | Aug 6, 2025 | 96 | $547.6M |
| Duncker Streett & Co. Inc. | 0001020585 | Jul 28, 2025 | 512 | $548.0M |
| Hutchinson Capital Management | 0001078246 | Aug 4, 2025 | 92 | $548.0M |
| D L Carlson Investment Group Inc. | 0001021117 | Aug 13, 2025 | 130 | $548.6M |
| Gries Financial LLC | 0001049662 | Jul 14, 2025 | 295 | $549.6M |
| Cooper Investors PTY Ltd. | 0001561728 | Jul 11, 2025 | 46 | $549.7M |
| Essex Investment Management Co. LLC | 0000201772 | Aug 12, 2025 | 298 | $550.0M |
| Fortis Group Advisors, LLC | 0001815183 | Aug 8, 2025 | 528 | $550.5M |
| Redwood Capital Management, LLC | 0001316622 | Aug 14, 2025 | 11 | $550.6M |
| Dividend Assets Capital, LLC | 0001365167 | Aug 14, 2025 | 139 | $550.7M |
| GCQ FUNDS MANAGEMENT PTY Ltd | 0002031554 | Aug 15, 2025 | 11 | $550.8M |
| Princeton Global Asset Management LLC | 0001767349 | Jul 30, 2025 | 755 | $551.0M |
| Crestview Partners II GP, L.P. | 0001505639 | Aug 12, 2025 | 3 | $551.7M |
| Paragon Capital Management Ltd | 0001569765 | Jul 16, 2025 | 214 | $551.7M |
| Bricktown Capital, LLC | 0001934657 | Jul 25, 2025 | 26 | $552.1M |
| Armbruster Capital Management, Inc. | 0001664847 | Jul 23, 2025 | 128 | $552.1M |
| Tsfg, LLC | 0001800513 | Aug 5, 2025 | 853 | $552.6M |
| Fiduciary Financial Group, LLC | 0001925420 | Jul 3, 2025 | 298 | $553.2M |
| Northwest Wealth Management, LLC | 0001695344 | Jul 17, 2025 | 205 | $553.3M |
| III Capital Management | 0001783139 | Aug 14, 2025 | 49 | $554.4M |